Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 24 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 85 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 27 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 69 |
HUNTINGTON NATIONAL BANK | 50 | 3 | 0.00% | 0.01% | 0.05% | Q1 2009 | Q3 2023 | 53 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.01% | 0.01% | 0.02% | Q3 2011 | Q3 2023 | 49 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 47 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.02% | Q1 2012 | Q3 2023 | 46 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.01% | 0.02% | 0.04% | Q1 2013 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.01% | 0.02% | 0.07% | Q1 2013 | Q3 2023 | 43 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 43 |
Conestoga Capital Advisors, LLC | 43 | 43 | 0.15% | 1.11% | 2.19% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.01% | 0.02% | 0.02% | Q1 2013 | Q3 2023 | 43 |
US BANCORP \DE\ | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
GAMCO INVESTORS, INC. ET AL | 42 | 42 | 0.50% | 0.78% | 1.28% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.42% | 0.63% | 0.94% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
MILLENNIUM MANAGEMENT LLC | 16 | 2 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.01% | 0.01% | 0.02% | Q2 2012 | Q4 2022 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
RIVERBRIDGE PARTNERS LLC | 42 | 42 | 1.10% | 1.68% | 2.58% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.00% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.10% | 0.22% | 0.30% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.05% | 0.10% | 0.18% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.39% | 0.53% | 0.73% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Profit Investment Management, LLC | 42 | 42 | 0.06% | 1.63% | 3.10% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 42 | 42 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
EULAV Asset Management | 42 | 42 | 0.32% | 0.98% | 1.82% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
S&CO INC | 42 | 42 | 0.18% | 0.41% | 0.62% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.01% | 0.02% | 0.11% | Q1 2013 | Q3 2023 | 41 |
Renaissance Technologies | 25 | 16 | 0.00% | 0.05% | 0.19% | Q2 2013 | Q3 2023 | 41 |
METROPOLITAN LIFE INSURANCE CO/NY | 34 | 7 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 41 |
JLB & ASSOCIATES INC | 26 | 15 | 2.02% | 2.50% | 3.20% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 2 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.00% | 0.02% | 0.07% | Q3 2013 | Q3 2023 | 41 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 41 |
SG Americas Securities, LLC | 32 | 9 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 41 |
MARCO INVESTMENT MANAGEMENT LLC | 40 | 40 | 0.01% | 0.08% | 0.13% | Q4 2013 | Q3 2023 | 40 |
ProShare Advisors LLC | 40 | 40 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q3 2023 | 40 |
JPMORGAN CHASE & CO | 32 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 40 | 40 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.01% | 0.03% | 0.06% | Q4 2013 | Q3 2023 | 40 |
Markel Corporation | 40 | 40 | 0.04% | 0.42% | 0.76% | Q4 2013 | Q3 2023 | 40 |
AMALGAMATED BANK | 40 | 40 | 0.01% | 0.03% | 0.04% | Q4 2013 | Q3 2023 | 40 |
FIRST TRUST ADVISORS LP | 36 | 2 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 40 |
BNP PARIBAS FINANCIAL MARKETS | 32 | 7 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 40 |
Legal & General Group Plc | 40 | 40 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 40 |
FEDERATED HERMES, INC. | 33 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
FDx Advisors, Inc. | 16 | 9 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 39 |
GUGGENHEIM CAPITAL LLC | 39 | 39 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
Autus Asset Management, LLC | 39 | 39 | 0.04% | 1.00% | 2.22% | Q2 2013 | Q4 2022 | 39 |
Creative Planning | 32 | 7 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 39 |
Tower Research Capital LLC (TRC) | 19 | 2 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 39 |
SHELL ASSET MANAGEMENT CO | 14 | 4 | 0.00% | 0.02% | 0.20% | Q2 2013 | Q3 2023 | 39 |
Bollard Group LLC | 36 | 2 | 0.00% | 0.04% | 0.06% | Q3 2013 | Q3 2023 | 38 |
COMMERCE BANK | 38 | 38 | 0.00% | 0.03% | 0.09% | Q2 2014 | Q3 2023 | 38 |
Select Equity Group, L.P. | 20 | 17 | 0.01% | 1.06% | 1.82% | Q4 2013 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 37 |
Penobscot Investment Management Company, Inc. | 36 | 1 | 0.07% | 0.22% | 0.45% | Q4 2013 | Q3 2023 | 37 |
BESSEMER GROUP INC | 21 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 37 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 27 | 5 | 0.00% | 0.05% | 0.15% | Q2 2013 | Q3 2023 | 37 |
NISA INVESTMENT ADVISORS, LLC | 36 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 37 |
HSBC HOLDINGS PLC | 35 | 35 | 0.00% | 0.01% | 0.07% | Q1 2015 | Q3 2023 | 37 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2023 | 36 |
BENEDICT FINANCIAL ADVISORS INC | 36 | 36 | 0.32% | 0.56% | 0.76% | Q4 2014 | Q3 2023 | 36 |
Capital Analysts, LLC | 36 | 36 | 0.00% | 0.32% | 0.58% | Q4 2012 | Q3 2021 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2022 | 36 |
Cutler Group LLC / CA | 11 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2022 | 36 |
Rathbones Group PLC | 36 | 36 | 0.16% | 1.01% | 1.42% | Q4 2014 | Q3 2023 | 36 |
TD ASSET MANAGEMENT INC | 36 | 36 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 36 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 35 |
JANE STREET GROUP, LLC | 21 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 35 |
Cambridge Investment Research Advisors, Inc. | 35 | 35 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q3 2023 | 35 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 35 | 35 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 35 |
Asset Management One Co., Ltd. | 26 | 9 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q3 2023 | 35 |
FRANKLIN RESOURCES INC | 25 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 34 |
THRIVENT FINANCIAL FOR LUTHERANS | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.00% | 0.01% | 0.05% | Q2 2015 | Q3 2023 | 34 |
REGIONS FINANCIAL CORP | 17 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 33 |
RAYMOND JAMES & ASSOCIATES | 33 | 33 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 33 |
Baird Financial Group, Inc. | 32 | 1 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 33 |
BLAIR WILLIAM & CO/IL | 23 | 1 | 0.00% | 0.13% | 0.33% | Q2 2013 | Q3 2023 | 33 |
VICTORY CAPITAL MANAGEMENT INC | 33 | 33 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 33 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 33 | 33 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2021 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.03% | 0.04% | 0.05% | Q3 2015 | Q3 2023 | 33 |
Nuveen Asset Management, LLC | 18 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 33 |
AQR Capital Management | 33 | 33 | 0.00% | 0.06% | 0.14% | Q3 2015 | Q3 2023 | 33 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 33 | 33 | 0.00% | 0.06% | 0.12% | Q4 2013 | Q4 2021 | 33 |
Pacer Advisors, Inc. | 32 | 32 | 0.00% | 0.03% | 0.08% | Q4 2015 | Q3 2023 | 32 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 32 |
Southeast Asset Advisors Inc. | 19 | 6 | 0.08% | 0.24% | 0.44% | Q4 2013 | Q3 2023 | 32 |
First Horizon Advisors, Inc. | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 32 |
SIGNATUREFD, LLC | 29 | 3 | 0.00% | 0.44% | 1.11% | Q2 2013 | Q3 2023 | 32 |
Bell Bank | 31 | 31 | 0.09% | 0.16% | 0.29% | Q1 2016 | Q3 2023 | 31 |
Epoch Investment Partners, Inc. | 31 | 31 | 0.00% | 0.06% | 0.22% | Q1 2016 | Q3 2023 | 31 |
Cetera Advisor Networks LLC | 31 | 31 | 0.01% | 0.03% | 0.10% | Q1 2016 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2020 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 31 |
BROWN ADVISORY INC | 31 | 31 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 31 |
CIBC Asset Management Inc | 30 | 30 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 30 |
Reilly Herbert Faulkner III | 30 | 30 | 2.35% | 3.12% | 4.07% | Q4 2013 | Q1 2021 | 30 |
Handelsbanken Fonder AB | 29 | 1 | 0.01% | 0.27% | 0.91% | Q4 2015 | Q3 2023 | 30 |
Veritable, L.P. | 18 | 6 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q2 2023 | 30 |
Front Street Capital Management, Inc. | 30 | 30 | 0.10% | 0.20% | 0.32% | Q2 2016 | Q3 2023 | 30 |
NATIXIS ADVISORS, L.P. | 14 | 5 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 29 |
LPL Financial LLC | 27 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 29 |
M&T BANK CORP | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 29 |
Gemmer Asset Management LLC | 24 | 5 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2022 | 29 |
BAMCO INC /NY/ | 29 | 29 | 0.09% | 0.17% | 0.22% | Q3 2016 | Q3 2023 | 29 |
Norinchukin Bank, The | 29 | 29 | 0.04% | 0.24% | 0.60% | Q3 2016 | Q3 2023 | 29 |
VALUE HOLDINGS MANAGEMENT CO. LLC | 28 | 28 | 5.61% | 8.31% | 12.04% | Q4 2016 | Q3 2023 | 28 |
J.P. Morgan Private Wealth Advisors LLC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2023 | 28 |
Bank Pictet & Cie (Europe) AG | 28 | 28 | 0.05% | 0.11% | 0.28% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Handelsinvest Investeringsforvaltning | 28 | 28 | 0.44% | 1.38% | 2.88% | Q4 2015 | Q3 2022 | 28 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11 | 4 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 28 |
WESTPAC BANKING CORP | 26 | 1 | 0.00% | 0.01% | 0.10% | Q4 2013 | Q3 2023 | 28 |
Tortoise Investment Management, LLC | 28 | 28 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
DekaBank Deutsche Girozentrale | 26 | 2 | 0.00% | 0.01% | 0.14% | Q4 2014 | Q3 2023 | 28 |
Walleye Trading LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 28 |
BANQUE PICTET & CIE SA | 28 | 28 | 0.04% | 0.27% | 0.54% | Q4 2016 | Q3 2023 | 28 |
GLENMEDE TRUST CO NA | 21 | 2 | 0.00% | 0.01% | 0.16% | Q2 2013 | Q2 2021 | 27 |
FMR LLC | 27 | 27 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.09% | 0.14% | 0.18% | Q1 2017 | Q3 2023 | 27 |
Jefferies Group LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2020 | 27 |
Carroll Financial Associates, Inc. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2021 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
Cubist Systematic Strategies, LLC | 21 | 1 | 0.00% | 0.06% | 0.14% | Q4 2014 | Q3 2023 | 27 |
NORDEA INVESTMENT MANAGEMENT AB | 26 | 26 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q3 2023 | 26 |
Aperio Group, LLC | 26 | 26 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q4 2020 | 26 |
Sumitomo Mitsui Trust Holdings, Inc. | 26 | 26 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q3 2023 | 26 |
Gulf International Bank (UK) Ltd | 26 | 26 | 0.02% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 26 |
1832 Asset Management L.P. | 17 | 1 | 0.00% | 0.14% | 0.34% | Q1 2015 | Q3 2023 | 26 |
APG Asset Management N.V. | 26 | 26 | 0.00% | 0.68% | 1.83% | Q2 2017 | Q3 2023 | 26 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 26 | 26 | 0.01% | 0.01% | 0.05% | Q2 2017 | Q3 2023 | 26 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 26 |
Geneos Wealth Management Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2022 | 26 |
Mitsubishi UFJ Asset Management Co., Ltd. | 26 | 26 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.02% | 0.03% | 0.08% | Q3 2016 | Q3 2023 | 26 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 26 | 26 | 0.01% | 0.03% | 0.07% | Q2 2017 | Q3 2023 | 26 |
Daiwa Securities Group Inc. | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
RB Capital Management, LLC | 26 | 26 | 0.01% | 0.38% | 0.67% | Q2 2017 | Q3 2023 | 26 |
Municipal Employees' Retirement System of Michigan | 20 | 6 | 0.00% | 0.05% | 0.08% | Q3 2013 | Q1 2020 | 26 |
JANUS HENDERSON GROUP PLC | 26 | 26 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q3 2023 | 26 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
TORONTO DOMINION BANK | 26 | 26 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 26 |
NOMURA ASSET MANAGEMENT CO LTD | 26 | 26 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
Mitsubishi UFJ Trust & Banking Corp | 26 | 26 | 0.01% | 0.04% | 0.10% | Q2 2017 | Q3 2023 | 26 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 25 | 25 | 0.04% | 0.05% | 0.08% | Q3 2017 | Q3 2023 | 25 |
Janney Montgomery Scott LLC | 25 | 25 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q3 2023 | 25 |
Raymond James Financial Services Advisors, Inc. | 19 | 3 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 25 |
Livforsakringsbolaget Skandia, Omsesidigt | 25 | 25 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 25 |
M&R CAPITAL MANAGEMENT INC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2023 | 25 |
Voya Financial Advisors, Inc. | 25 | 25 | 0.02% | 0.08% | 0.16% | Q3 2017 | Q3 2023 | 25 |
EATON VANCE MANAGEMENT | 25 | 25 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2022 | 25 |
KBC Group NV | 13 | 1 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q3 2023 | 25 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 17 | 8 | 0.22% | 0.57% | 0.99% | Q2 2013 | Q3 2023 | 25 |
State of Tennessee, Treasury Department | 20 | 1 | 0.01% | 0.02% | 0.13% | Q4 2014 | Q3 2023 | 25 |
FULLER & THALER ASSET MANAGEMENT, INC. | 25 | 25 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2019 | 25 |
State of Alaska, Department of Revenue | 24 | 24 | 0.01% | 0.02% | 0.07% | Q4 2017 | Q3 2023 | 24 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 24 | 24 | 0.02% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.01% | 0.02% | 0.10% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2019 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 24 |
Korea Investment CORP | 15 | 2 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 24 |
Paloma Partners Management Co | 9 | 1 | 0.00% | 0.03% | 0.23% | Q3 2014 | Q2 2022 | 24 |
SUNTRUST BANKS INC | 17 | 7 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2019 | 24 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 16 | 2 | 0.02% | 0.19% | 0.51% | Q3 2015 | Q3 2023 | 24 |
LS Investment Advisors, LLC | 24 | 24 | 0.01% | 0.03% | 0.08% | Q2 2015 | Q1 2021 | 24 |
FIRST MANHATTAN CO. LLC. | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
PEAK6 Investments LLC | 4 | 1 | 0.00% | 0.00% | 0.03% | Q3 2018 | Q2 2023 | 24 |
D. E. Shaw & Co., Inc. | 16 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q3 2023 | 23 |
Zebra Capital Management LLC | 23 | 23 | 0.16% | 0.52% | 0.75% | Q4 2013 | Q2 2019 | 23 |
Andra AP-fonden | 12 | 5 | 0.05% | 0.13% | 0.19% | Q2 2017 | Q2 2023 | 23 |
HighTower Advisors, LLC | 22 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 23 |
TRUIST FINANCIAL CORP | 16 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 23 |
PROFUND ADVISORS LLC | 22 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2020 | 23 |
BANK PICTET & CIE (ASIA) LTD | 23 | 23 | 0.69% | 1.08% | 1.68% | Q1 2018 | Q3 2023 | 23 |
AVIVA PLC | 21 | 2 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 23 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 10 | 3 | 0.00% | 0.05% | 0.22% | Q2 2017 | Q3 2023 | 23 |
Fiduciary Trust Co International of Pennsylvania | 14 | 9 | 0.01% | 0.09% | 0.26% | Q2 2013 | Q1 2020 | 23 |
IFM Investors Pty Ltd | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
HARTFORD INVESTMENT MANAGEMENT CO | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
FORT, L.P. | 22 | 22 | 0.03% | 0.42% | 0.74% | Q2 2018 | Q3 2023 | 22 |
BNP Paribas Asset Management Holding S.A. | 14 | 4 | 0.00% | 0.03% | 0.08% | Q2 2017 | Q3 2023 | 22 |
Robeco Institutional Asset Management B.V. | 13 | 9 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.02% | 0.07% | 0.13% | Q2 2013 | Q3 2018 | 22 |
abrdn plc | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Horizon Kinetics | 22 | 22 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2018 | 22 |
MML INVESTORS SERVICES, LLC | 14 | 8 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 22 |
Keel Point, LLC | 22 | 22 | 0.03% | 0.21% | 0.59% | Q3 2015 | Q4 2020 | 22 |
DnB Asset Management AS | 21 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q4 2023 | 22 |
Quantbot Technologies LP | 11 | 1 | 0.00% | 0.13% | 0.40% | Q1 2016 | Q3 2023 | 22 |
Dynamic Advisor Solutions LLC | 22 | 22 | 0.09% | 0.31% | 0.50% | Q4 2013 | Q1 2019 | 22 |
Skandinaviska Enskilda Banken AB (publ) | 21 | 21 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q3 2023 | 21 |
WHITTIER TRUST CO OF NEVADA INC | 14 | 7 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 21 |
Integrated Investment Consultants, LLC | 13 | 1 | 0.04% | 0.07% | 0.11% | Q1 2016 | Q3 2023 | 21 |
Achmea Investment Management B.V. | 8 | 1 | 0.01% | 0.04% | 0.09% | Q2 2017 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
PRIVATE TRUST CO NA | 8 | 6 | 0.01% | 0.04% | 0.11% | Q1 2013 | Q3 2023 | 21 |
CANADA PENSION PLAN INVESTMENT BOARD | 21 | 21 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q3 2023 | 21 |
STRS OHIO | 20 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2022 | 21 |
MACQUARIE GROUP LTD | 20 | 1 | 0.00% | 0.01% | 0.10% | Q1 2017 | Q3 2023 | 21 |
Parsec Financial Management, Inc. | 21 | 21 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q1 2023 | 21 |
CWM, LLC | 13 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
Chevy Chase Trust Holdings, LLC | 21 | 21 | 0.00% | 0.02% | 0.02% | Q3 2018 | Q3 2023 | 21 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
GSA CAPITAL PARTNERS LLP | 12 | 1 | 0.02% | 0.06% | 0.15% | Q3 2013 | Q1 2023 | 21 |
SENTRY INVESTMENT MANAGEMENT LLC | 20 | 20 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Peachtree Investment Partners, LLC | 20 | 20 | 0.24% | 0.83% | 4.33% | Q4 2018 | Q3 2023 | 20 |
AXA S.A. | 15 | 5 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.04% | 0.06% | 0.09% | Q4 2018 | Q3 2023 | 20 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 10 | 1 | 0.01% | 0.04% | 0.15% | Q2 2017 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2022 | 20 |
IBM Retirement Fund | 15 | 5 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2021 | 20 |
Railway Pension Investments Ltd | 20 | 20 | 0.07% | 0.23% | 0.36% | Q4 2018 | Q3 2023 | 20 |
ROYAL LONDON ASSET MANAGEMENT LTD | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
D.A. DAVIDSON & CO. | 17 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2019 | 20 |
Copeland Capital Management, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
SHELTON CAPITAL MANAGEMENT | 20 | 20 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q3 2018 | 20 |
HARDING LOEVNER LP | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2022 | 20 |
Eukles Asset Management | 20 | 20 | 0.31% | 0.39% | 0.49% | Q4 2018 | Q3 2023 | 20 |
FARMERS & MERCHANTS INVESTMENTS INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Diversified Trust Co | 20 | 20 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q3 2021 | 20 |
AE Wealth Management LLC | 19 | 1 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 20 |
Squarepoint Ops LLC | 12 | 1 | 0.00% | 0.03% | 0.11% | Q1 2016 | Q3 2023 | 20 |
AMP Capital Investors Ltd | 18 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2021 | 20 |
Bishop Rock Capital, L.P. | 20 | 20 | 0.18% | 3.37% | 5.62% | Q4 2016 | Q3 2021 | 20 |
SCHWARTZ INVESTMENT COUNSEL INC | 20 | 20 | 0.12% | 0.41% | 0.88% | Q2 2013 | Q1 2018 | 20 |
FCF Advisors LLC | 12 | 2 | 0.19% | 0.62% | 1.12% | Q2 2016 | Q4 2023 | 20 |
Allianz Asset Management GmbH | 7 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 19 |
Kentucky Retirement Systems | 16 | 3 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 19 |
WELLINGTON MANAGEMENT GROUP LLP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 19 |
AdvisorNet Financial, Inc | 11 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 19 |
Atria Investments, Inc | 14 | 2 | 0.01% | 0.05% | 0.08% | Q3 2018 | Q3 2023 | 19 |
PICTET ASSET MANAGEMENT LTD | 19 | 19 | 0.00% | 0.09% | 0.23% | Q4 2016 | Q2 2021 | 19 |
CIBC WORLD MARKETS CORP | 15 | 4 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 19 |
QS Investors, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2020 | 19 |
KENNEDY CAPITAL MANAGEMENT LLC | 19 | 19 | 0.08% | 0.17% | 0.27% | Q2 2013 | Q4 2017 | 19 |
Weaver C. Barksdale & Associates, Inc. | 19 | 19 | 0.00% | 0.10% | 1.81% | Q2 2013 | Q4 2017 | 19 |
FIRST QUADRANT LLC/CA | 12 | 7 | 0.00% | 0.15% | 0.43% | Q4 2015 | Q4 2021 | 19 |
BANK OF NOVA SCOTIA | 14 | 5 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 19 |
CAPITAL FUND MANAGEMENT S.A. | 8 | 1 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q2 2023 | 19 |
Versant Capital Management, Inc | 14 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 19 |
PEAK6 Group LLC | 4 | 2 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q2 2018 | 19 |
BREWIN DOLPHIN LTD | 19 | 19 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2022 | 19 |
Vestmark Advisory Solutions, Inc. | 19 | 19 | 0.05% | 0.20% | 0.27% | Q1 2019 | Q3 2023 | 19 |
STEPHENS INC /AR/ | 14 | 1 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2019 | 18 |
ROMAN BUTLER FULLERTON & CO | 15 | 3 | 0.13% | 0.17% | 0.20% | Q4 2018 | Q3 2023 | 18 |
Capital Investment Advisors, LLC | 18 | 18 | 0.01% | 0.01% | 0.03% | Q3 2019 | Q4 2023 | 18 |
DUPONT CAPITAL MANAGEMENT CORP | 11 | 1 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q2 2023 | 18 |
WINTON GROUP Ltd | 5 | 2 | 0.01% | 0.13% | 0.68% | Q2 2014 | Q1 2023 | 18 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 11 | 2 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 18 |
Verition Fund Management LLC | 5 | 1 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 18 |
Sunbelt Securities, Inc. | 18 | 18 | 0.01% | 0.07% | 0.11% | Q2 2019 | Q3 2023 | 18 |
ETRADE Capital Management LLC | 14 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2020 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2017 | 18 |
CAPSTONE INVESTMENT ADVISORS, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 18 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 17 |
ALPS ADVISORS INC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 17 |
Advisory Services Network, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2023 | 17 |
State of New Jersey Common Pension Fund D | 17 | 17 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 17 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 7 | 5 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q3 2023 | 17 |
SEEYOND | 17 | 17 | 0.01% | 0.17% | 0.25% | Q4 2018 | Q4 2022 | 17 |
PARADIGM ASSET MANAGEMENT CO LLC | 17 | 17 | 0.02% | 0.07% | 0.11% | Q2 2013 | Q2 2017 | 17 |
EXCHANGE TRADED CONCEPTS, LLC | 17 | 17 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q4 2023 | 17 |
NEXT Financial Group, Inc | 14 | 3 | 0.00% | 0.05% | 0.09% | Q1 2017 | Q4 2021 | 17 |
TCI Wealth Advisors, Inc. | 14 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 17 |
RATIONAL ADVISORS LLC | 10 | 1 | 0.00% | 0.09% | 0.31% | Q3 2011 | Q4 2020 | 17 |
SCOTIA CAPITAL INC. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2022 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.19% | 0.36% | 0.55% | Q3 2019 | Q3 2023 | 17 |
Glassman Wealth Services | 14 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 17 |
WOLVERINE TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 17 |
Bigelow Investment Advisors, LLC | 17 | 17 | 0.41% | 0.51% | 0.60% | Q3 2019 | Q3 2023 | 17 |
BerganKDV Wealth Management, LLC | 14 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 17 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 17 | 17 | 0.00% | 0.02% | 0.04% | Q3 2015 | Q3 2019 | 17 |
Trexquant Investment LP | 6 | 1 | 0.02% | 0.10% | 0.30% | Q1 2015 | Q3 2023 | 17 |
Cito Capital Group, LLC | 17 | 17 | 0.29% | 0.39% | 0.53% | Q3 2019 | Q3 2023 | 17 |
ICW Investment Advisors LLC | 16 | 16 | 0.37% | 0.54% | 0.62% | Q4 2019 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.02% | 0.04% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
MARSHALL WACE, LLP | 6 | 1 | 0.00% | 0.04% | 0.09% | Q1 2016 | Q3 2023 | 16 |
Vident Investment Advisory, LLC | 8 | 1 | 0.01% | 0.04% | 0.16% | Q2 2017 | Q2 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
AGF Investments LLC | 6 | 2 | 0.00% | 0.06% | 0.16% | Q1 2017 | Q3 2022 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q1 2017 | 16 |
GREENLEAF TRUST | 9 | 7 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 16 |
VAN ECK ASSOCIATES CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
Mirae Asset Global Investments Co., Ltd. | 13 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 16 |
Holocene Advisors, LP | 6 | 1 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q3 2023 | 16 |
RMB Capital Management, LLC | 16 | 16 | 0.02% | 0.03% | 0.06% | Q1 2016 | Q4 2019 | 16 |
Zions Bancorporation, N.A. | 15 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 16 |
BROWN BROTHERS HARRIMAN & CO | 14 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
REILLY FINANCIAL ADVISORS, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 16 |
S.A. Mason LLC | 16 | 16 | 0.55% | 0.68% | 0.87% | Q4 2019 | Q3 2023 | 16 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.07% | 0.16% | Q2 2018 | Q3 2023 | 16 |
Gotham Asset Management, LLC | 7 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 16 |
Visionary Wealth Advisors | 16 | 16 | 0.16% | 0.24% | 0.38% | Q4 2019 | Q3 2023 | 16 |
Assenagon Asset Management S.A. | 5 | 1 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 16 |
CAPITAL GUARDIAN TRUST CO | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 16 |
Ellis Investment Partners, LLC | 14 | 1 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q2 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2016 | 15 |
ONTARIO TEACHERS PENSION PLAN BOARD | 11 | 4 | 0.00% | 0.06% | 0.19% | Q4 2018 | Q3 2023 | 15 |
Mn Services Vermogensbeheer B.V. | 9 | 6 | 0.01% | 0.03% | 0.05% | Q2 2017 | Q3 2023 | 15 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 8 | 1 | 0.00% | 0.03% | 0.15% | Q1 2017 | Q1 2023 | 15 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.01% | 0.10% | 0.26% | Q2 2014 | Q3 2023 | 15 |
MACKAY SHIELDS LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2022 | 15 |
Engineers Gate Manager LP | 6 | 1 | 0.01% | 0.10% | 0.34% | Q4 2017 | Q3 2023 | 15 |
Sound Income Strategies, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2021 | 15 |
Advisors Asset Management, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
AVANTAX ADVISORY SERVICES, INC. | 8 | 7 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.01% | 0.02% | 0.02% | Q3 2011 | Q3 2015 | 15 |
Prospera Financial Services Inc | 15 | 15 | 0.01% | 0.06% | 0.21% | Q1 2020 | Q3 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BALYASNY ASSET MANAGEMENT L.P. | 7 | 1 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 15 |
Capital Bank & Trust Co | 12 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2021 | 15 |
Patten Group, Inc. | 8 | 3 | 0.05% | 0.08% | 0.11% | Q4 2018 | Q3 2023 | 15 |
EVERENCE CAPITAL MANAGEMENT INC | 8 | 1 | 0.03% | 0.07% | 0.12% | Q1 2019 | Q3 2023 | 15 |
AlphaCrest Capital Management LLC | 13 | 2 | 0.04% | 0.14% | 0.44% | Q4 2018 | Q3 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
PineBridge Investments, L.P. | 6 | 4 | 0.00% | 0.03% | 0.12% | Q2 2017 | Q3 2023 | 15 |
Schonfeld Strategic Advisors LLC | 6 | 1 | 0.00% | 0.04% | 0.09% | Q1 2018 | Q3 2023 | 15 |
Wealthfront Advisers LLC | 14 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q4 2019 | 15 |
FineMark National Bank & Trust | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
LAZARD ASSET MANAGEMENT LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 15 |
FLAGSHIP HARBOR ADVISORS, LLC | 15 | 15 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q4 2021 | 15 |
Capital Square, LLC | 15 | 15 | 0.19% | 0.45% | 0.72% | Q4 2019 | Q2 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
DAVENPORT & Co LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 15 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7 | 1 | 0.01% | 0.15% | 0.30% | Q4 2014 | Q3 2023 | 14 |
GREAT LAKES ADVISORS, LLC | 14 | 14 | 0.04% | 0.21% | 0.52% | Q2 2017 | Q3 2020 | 14 |
NumerixS Investment Technologies Inc | 9 | 2 | 0.01% | 0.12% | 0.29% | Q3 2016 | Q2 2020 | 14 |
OppenheimerFunds, Inc. | 14 | 14 | 0.00% | 0.05% | 0.08% | Q4 2015 | Q1 2019 | 14 |
Man Group plc | 8 | 1 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 14 |
PUTNAM INVESTMENTS LLC | 9 | 5 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2020 | 14 |
AMERICAN CENTURY COMPANIES INC | 10 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Endurance Wealth Management, Inc. | 14 | 14 | 0.02% | 0.04% | 0.05% | Q1 2020 | Q2 2023 | 14 |
MERCER GLOBAL ADVISORS INC /ADV | 8 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2023 | 14 |
CULLEN/FROST BANKERS, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
THOMPSON DAVIS & CO., INC. | 13 | 1 | 0.03% | 0.05% | 0.08% | Q3 2014 | Q3 2018 | 14 |
Sheaff Brock Investment Advisors, LLC | 14 | 14 | 0.16% | 0.29% | 0.47% | Q4 2015 | Q1 2019 | 14 |
Icon Wealth Partners, LLC | 8 | 1 | 0.02% | 0.08% | 0.12% | Q4 2017 | Q3 2023 | 14 |
CLOUGH CAPITAL PARTNERS L P | 13 | 1 | 0.02% | 0.24% | 0.40% | Q1 2014 | Q3 2023 | 14 |
PRUDENTIAL PLC | 12 | 1 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q3 2023 | 14 |
CI INVESTMENTS INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Natixis Investment Managers International | 12 | 2 | 0.01% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 14 |
VALUE HOLDINGS LP | 14 | 14 | 5.28% | 6.09% | 7.13% | Q2 2013 | Q3 2016 | 14 |
Alberta Investment Management Corp | 12 | 1 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q3 2023 | 14 |
World Asset Management Inc | 12 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 14 |
Echo Street Capital Management LLC | 6 | 2 | 0.00% | 0.10% | 0.32% | Q4 2019 | Q3 2023 | 14 |
MEEDER ASSET MANAGEMENT INC | 7 | 1 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q4 2022 | 14 |
ETF MANAGERS GROUP, LLC | 13 | 1 | 0.01% | 0.31% | 3.99% | Q2 2018 | Q1 2023 | 14 |
Neo Ivy Capital Management | 5 | 1 | 0.11% | 0.47% | 0.89% | Q4 2018 | Q3 2023 | 14 |
SPRINGBANK VALUE PARTNERS LP | 14 | 14 | 5.81% | 6.48% | 8.04% | Q2 2013 | Q3 2016 | 14 |
Marble Harbor Investment Counsel, LLC | 14 | 14 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Proficio Capital Partners LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q2 2019 | 14 |
HANSEATIC MANAGEMENT SERVICES INC | 8 | 1 | 0.00% | 0.20% | 0.86% | Q3 2015 | Q4 2022 | 14 |
Point72 Asset Management, L.P. | 5 | 1 | 0.00% | 0.05% | 0.21% | Q1 2016 | Q3 2023 | 14 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2021 | 14 |
NATIXIS | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2023 | 14 |
NN Investment Partners Holdings N.V. | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q1 2022 | 13 |
TOMPKINS FINANCIAL CORP | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q1 2021 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
OneDigital Investment Advisors LLC | 9 | 4 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 13 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 11 | 2 | 0.06% | 0.27% | 0.35% | Q4 2014 | Q3 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
LVW Advisors, LLC | 13 | 13 | 0.07% | 0.08% | 0.12% | Q3 2020 | Q3 2023 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.05% | 0.07% | 0.11% | Q3 2020 | Q3 2023 | 13 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 11 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2022 | 13 |
RAYMOND JAMES TRUST N.A. | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
New England Research & Management, Inc. | 10 | 1 | 0.20% | 0.36% | 0.76% | Q3 2015 | Q3 2023 | 13 |
S. MUOIO & CO. LLC | 10 | 3 | 0.10% | 0.15% | 0.24% | Q1 2015 | Q2 2018 | 13 |
GSB Wealth Management, LLC | 13 | 13 | 0.25% | 0.74% | 2.38% | Q3 2020 | Q3 2023 | 13 |
Lee Financial Co | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2021 | 13 |
Valeo Financial Advisors, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2021 | 13 |
BELLEVUE ASSET MANAGEMENT, LLC | 13 | 13 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q4 2022 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
SEVEN EIGHT CAPITAL, LP | 10 | 1 | 0.11% | 0.36% | 1.15% | Q4 2019 | Q3 2023 | 13 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 13 |
PARK AVENUE SECURITIES LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.40% | 0.53% | 0.79% | Q3 2020 | Q3 2023 | 13 |
Robeco Schweiz AG | 9 | 4 | 0.01% | 0.48% | 6.10% | Q1 2020 | Q2 2023 | 13 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2023 | 13 |
Reynders McVeigh Capital Management, LLC | 9 | 4 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q4 2020 | 13 |
Connor, Clark & Lunn Investment Management Ltd. | 8 | 1 | 0.00% | 0.04% | 0.10% | Q4 2016 | Q4 2021 | 13 |
Bridgewater Associates | 6 | 1 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q4 2022 | 13 |
TUDOR INVESTMENT CORP ET AL | 5 | 1 | 0.01% | 0.08% | 0.28% | Q1 2017 | Q2 2023 | 13 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 13 | 13 | 0.06% | 0.09% | 0.17% | Q3 2020 | Q3 2023 | 13 |
Red Spruce Capital, LLC | 10 | 2 | 0.32% | 0.42% | 0.53% | Q4 2019 | Q4 2023 | 12 |
Kentucky Retirement Systems Insurance Trust Fund | 9 | 3 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 12 |
Point72 Hong Kong Ltd | 6 | 1 | 0.00% | 0.06% | 0.17% | Q4 2014 | Q1 2022 | 12 |
CX Institutional | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Rockefeller Capital Management L.P. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 12 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2020 | 12 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 12 | 12 | 0.00% | 0.00% | 0.02% | Q3 2020 | Q2 2023 | 12 |
Dorsey Wright & Associates | 9 | 3 | 0.07% | 0.74% | 1.64% | Q1 2017 | Q4 2020 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q3 2019 | 12 |
Cresset Asset Management, LLC | 8 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 12 |
Xact Kapitalforvaltning AB | 12 | 12 | 0.01% | 0.03% | 0.04% | Q2 2017 | Q1 2020 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Mariner, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Magnetar Financial LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q1 2023 | 12 |
PATHSTONE FAMILY OFFICE, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Quadrature Capital Ltd | 3 | 1 | 0.01% | 0.06% | 0.31% | Q2 2016 | Q3 2023 | 12 |
LOOMIS SAYLES & CO L P | 10 | 1 | 0.00% | 0.06% | 0.10% | Q2 2013 | Q3 2022 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2019 | 12 |
OSSIAM | 7 | 5 | 0.00% | 0.03% | 0.12% | Q2 2019 | Q3 2023 | 12 |
Fiera Capital Corp | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 12 |
Montanaro Asset Management Ltd | 12 | 12 | 0.38% | 0.71% | 1.20% | Q4 2020 | Q3 2023 | 12 |
WEDBUSH SECURITIES INC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Bank Julius Baer & Co. Ltd, Zurich | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2022 | 12 |
Meiji Yasuda Asset Management Co Ltd. | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q3 2019 | 12 |
ALPHA WINDWARD LLC | 6 | 1 | 0.00% | 0.17% | 0.36% | Q4 2013 | Q1 2018 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2019 | 12 |
Anchor Investment Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2023 | 12 |
GROUP ONE TRADING, L.P. | 7 | 1 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q2 2023 | 11 |
Eventide Asset Management | 7 | 1 | 0.33% | 0.68% | 1.45% | Q3 2016 | Q3 2023 | 11 |
UNDERHILL INVESTMENT MANAGEMENT LLC | 11 | 11 | 2.41% | 3.87% | 4.91% | Q2 2013 | Q4 2015 | 11 |
Lindbrook Capital, LLC | 7 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 11 |
Baystate Wealth Management LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Allworth Financial LP | 7 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 11 |
CIBC WORLD MARKET INC. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2023 | 11 |
Stone Ridge Asset Management LLC | 11 | 11 | 0.02% | 0.04% | 0.10% | Q4 2017 | Q2 2020 | 11 |
NewEdge Wealth, LLC | 11 | 11 | 0.03% | 0.06% | 0.09% | Q1 2021 | Q3 2023 | 11 |
CURIAN CAPITAL LLC | 11 | 11 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q4 2015 | 11 |
BB&T SECURITIES, LLC | 6 | 5 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2019 | 11 |
Capital Asset Advisory Services LLC | 11 | 11 | 0.05% | 0.06% | 0.07% | Q1 2020 | Q3 2022 | 11 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q2 2023 | 11 |
BAHL & GAYNOR INC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.08% | 1.47% | 2.23% | Q4 2017 | Q2 2020 | 11 |
Lowell Blake & Associates Inc. | 11 | 11 | 0.22% | 0.25% | 0.29% | Q1 2021 | Q3 2023 | 11 |
Jump Financial, LLC | 11 | 11 | 0.04% | 0.15% | 0.32% | Q4 2020 | Q2 2023 | 11 |
Kensington Investment Counsel, LLC | 8 | 3 | 0.66% | 0.76% | 0.89% | Q4 2020 | Q3 2023 | 11 |
USS Investment Management Ltd | 9 | 2 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 11 |
Grantham, Mayo, Van Otterloo & Co. LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 6 | 2 | 0.09% | 0.15% | 0.19% | Q1 2019 | Q3 2023 | 11 |
AJO, LP | 11 | 11 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q4 2015 | 11 |
PGGM Investments | 6 | 5 | 0.03% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 11 |
Fundsmith | 11 | 11 | 0.20% | 0.26% | 0.31% | Q1 2021 | Q3 2023 | 11 |
BlueCrest Capital Management Ltd | 3 | 1 | 0.01% | 0.05% | 0.19% | Q3 2015 | Q4 2019 | 11 |
Thomas J. Herzfeld Advisors, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
ARBOR CAPITAL MANAGEMENT LLC | 11 | 11 | 0.20% | 1.03% | 2.06% | Q2 2013 | Q4 2015 | 11 |
ING GROEP NV | 5 | 1 | 0.00% | 0.01% | 0.06% | Q4 2018 | Q3 2023 | 11 |
MSI Financial Services Inc | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2016 | 11 |
Marks Group Wealth Management, Inc | 11 | 11 | 0.11% | 0.17% | 0.27% | Q1 2021 | Q3 2023 | 11 |
Douglass Winthrop Advisors, LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Quantinno Capital Management LP | 8 | 3 | 0.05% | 0.15% | 0.26% | Q2 2020 | Q3 2023 | 11 |
CIBC Private Wealth Group, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 11 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 8 | 3 | 0.02% | 0.10% | 0.17% | Q2 2020 | Q1 2023 | 11 |
KEYBANK NATIONAL ASSOCIATION/OH | 6 | 5 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2019 | 11 |
WealthTrust-Arizona, LLC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2015 | 11 |
MASSMUTUAL TRUST CO FSB/ADV | 11 | 11 | 0.00% | 0.02% | 0.14% | Q2 2021 | Q4 2023 | 11 |
Tredje AP-fonden | 5 | 2 | 0.03% | 0.05% | 0.09% | Q2 2017 | Q3 2023 | 11 |
Private Advisor Group, LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2022 | 11 |
Bruderman Asset Management, LLC | 5 | 1 | 0.01% | 0.04% | 0.08% | Q4 2015 | Q1 2019 | 11 |
NORTH POINT PORTFOLIO MANAGERS CORP/OH | 11 | 11 | 1.59% | 2.00% | 2.32% | Q1 2021 | Q3 2023 | 11 |
TWO SIGMA INVESTMENTS, LP | 5 | 1 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 11 |
Inspire Investing, LLC | 9 | 1 | 0.04% | 0.07% | 0.17% | Q4 2020 | Q3 2023 | 10 |
Advisor OS, LLC | 10 | 10 | 0.06% | 0.11% | 0.15% | Q2 2021 | Q3 2023 | 10 |
ACADIAN ASSET MANAGEMENT LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q2 2023 | 10 |
Bath Savings Trust Co | 10 | 10 | 0.04% | 0.06% | 0.08% | Q4 2019 | Q1 2022 | 10 |
CHICAGO TRUST Co NA | 10 | 10 | 0.06% | 0.07% | 0.09% | Q2 2021 | Q3 2023 | 10 |
HFR Wealth Management, LLC | 10 | 10 | 2.46% | 2.91% | 3.28% | Q2 2021 | Q3 2023 | 10 |
Values First Advisors, Inc. | 9 | 1 | 0.00% | 0.23% | 0.39% | Q1 2020 | Q1 2023 | 10 |
Yorktown Management & Research Co Inc | 6 | 4 | 0.10% | 0.24% | 0.34% | Q4 2018 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Tidal Investments LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Dai-ichi Life Insurance Company, Ltd | 10 | 10 | 0.02% | 0.07% | 0.20% | Q2 2021 | Q3 2023 | 10 |
Marshall Wace North America L.P. | 5 | 1 | 0.00% | 0.14% | 0.36% | Q1 2018 | Q3 2021 | 10 |
Baillie Gifford | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
ExodusPoint Capital Management, LP | 4 | 1 | 0.02% | 0.05% | 0.12% | Q2 2019 | Q3 2023 | 10 |
Apollon Wealth Management, LLC | 10 | 10 | 0.03% | 0.05% | 0.10% | Q2 2021 | Q3 2023 | 10 |
SIMON QUICK ADVISORS, LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 10 |
Symmetry Partners, LLC | 5 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q4 2023 | 10 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2019 | 10 |
PRELUDE CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q4 2018 | 10 |
FIL Ltd | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2021 | 10 |
BENJAMIN EDWARDS INC | 10 | 10 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
CSat Investment Advisory, L.P. | 10 | 10 | 0.01% | 0.03% | 0.10% | Q4 2018 | Q1 2021 | 10 |
AHL Partners LLP | 10 | 10 | 0.01% | 0.03% | 0.08% | Q3 2015 | Q4 2017 | 10 |
Maryland State Retirement & Pension System | 6 | 4 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 10 |
MACKENZIE FINANCIAL CORP | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
SUN LIFE FINANCIAL INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Quantamental Technologies LLC | 5 | 1 | 0.07% | 0.25% | 0.76% | Q4 2018 | Q3 2023 | 10 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 6 | 2 | 0.01% | 0.07% | 0.19% | Q2 2013 | Q1 2021 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Venturi Wealth Management, LLC | 8 | 2 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 10 |
Union Heritage Capital, LLC | 10 | 10 | 2.00% | 2.48% | 2.83% | Q1 2021 | Q2 2023 | 10 |
Wealthspire Advisors, L.P. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 10 |
AIGEN INVESTMENT MANAGEMENT, LP | 5 | 1 | 0.02% | 0.21% | 0.76% | Q4 2019 | Q3 2023 | 9 |
BI Asset Management Fondsmaeglerselskab A/S | 5 | 4 | 0.00% | 0.06% | 0.24% | Q3 2019 | Q3 2023 | 9 |
WFG Advisors, LP | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 9 |
Jupiter Investment Management Ltd | 5 | 1 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2018 | 9 |
Koshinski Asset Management, Inc. | 4 | 2 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 9 |
HC FINANCIAL ADVISORS INC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2022 | 9 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.05% | 0.09% | 0.24% | Q1 2016 | Q1 2023 | 9 |
Berman Capital Advisors, LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 9 |
Truvvo Partners LLC | 9 | 9 | 0.09% | 0.18% | 0.25% | Q4 2015 | Q4 2017 | 9 |
MCF Advisors LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 9 |
Durable Capital Partners LP | 7 | 1 | 0.08% | 0.33% | 1.05% | Q1 2020 | Q3 2023 | 9 |
Edge Capital Group, LLC | 5 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q2 2023 | 9 |
ZACKS INVESTMENT MANAGEMENT | 8 | 1 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q4 2017 | 9 |
CREDIT AGRICOLE S A | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 9 |
CVA Family Office, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 9 |
Laurel Wealth Advisors, Inc. | 5 | 4 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q4 2022 | 9 |
Edgestream Partners, L.P. | 9 | 9 | 0.05% | 0.20% | 0.42% | Q2 2021 | Q2 2023 | 9 |
NOMURA HOLDINGS INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q1 2022 | 9 |
ADVISOR PARTNERS LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q2 2022 | 9 |
PDT Partners, LLC | 4 | 1 | 0.01% | 0.05% | 0.18% | Q2 2014 | Q4 2021 | 9 |
Brand Asset Management Group, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2021 | 9 |
Sciencast Management LP | 2 | 1 | 0.12% | 0.22% | 0.46% | Q2 2017 | Q2 2023 | 9 |
Prestige Wealth Management Group LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 9 |
HRT FINANCIAL LP | 3 | 1 | 0.01% | 0.04% | 0.12% | Q4 2018 | Q1 2023 | 9 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.10% | 0.15% | Q4 2021 | Q3 2023 | 8 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 5 | 3 | 0.02% | 0.15% | 0.38% | Q2 2021 | Q3 2023 | 8 |
Newfound Research LLC | 6 | 2 | 0.09% | 0.14% | 0.18% | Q3 2020 | Q3 2022 | 8 |
ZWJ INVESTMENT COUNSEL INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2023 | 8 |
Faithward Advisors, LLC | 8 | 8 | 0.76% | 1.05% | 1.26% | Q1 2021 | Q4 2022 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 8 |
PICTET BANK & TRUST Ltd | 8 | 8 | 0.22% | 0.39% | 0.56% | Q4 2021 | Q3 2023 | 8 |
Sandhill Capital Partners LLC | 8 | 8 | 1.94% | 2.12% | 2.35% | Q1 2017 | Q4 2018 | 8 |
MAI Capital Management | 5 | 1 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q2 2022 | 8 |
Paragon Advisors, LLC | 5 | 3 | 0.21% | 0.46% | 0.64% | Q4 2019 | Q3 2023 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2017 | 8 |
Cetera Investment Advisers | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.02% | 0.05% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Nicholas Hoffman & Company, LLC. | 8 | 8 | 0.09% | 0.12% | 0.15% | Q3 2017 | Q2 2019 | 8 |
TWINBEECH CAPITAL LP | 3 | 1 | 0.03% | 0.11% | 0.23% | Q4 2019 | Q3 2023 | 8 |
OMERS ADMINISTRATION Corp | 5 | 1 | 0.01% | 0.04% | 0.06% | Q2 2016 | Q2 2019 | 8 |
Penserra Capital Management LLC | 4 | 2 | 0.00% | 0.02% | 0.11% | Q3 2018 | Q3 2023 | 8 |
SMITH SHELLNUT WILSON LLC /ADV | 6 | 1 | 0.13% | 0.21% | 0.29% | Q1 2018 | Q4 2020 | 8 |
MV CAPITAL MANAGEMENT, INC. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 8 |
Optimal Asset Management, Inc. | 8 | 8 | 0.06% | 0.18% | 0.28% | Q4 2019 | Q3 2021 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Motley Fool Asset Management LLC | 8 | 8 | 0.00% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
TWO SIGMA ADVISERS, LP | 2 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 8 |
Rampart Investment Management Company, LLC | 8 | 8 | 0.01% | 0.04% | 0.08% | Q4 2018 | Q3 2020 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Parallax Volatility Advisers, L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2020 | 8 |
Capital Advisors, Ltd. LLC | 8 | 8 | 0.01% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
WOLFF WIESE MAGANA LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
BP PLC | 5 | 3 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q1 2021 | 8 |
KENFARB & CO. | 8 | 8 | 0.32% | 0.54% | 1.66% | Q4 2021 | Q3 2023 | 8 |
Walleye Capital LLC | 4 | 2 | 0.00% | 0.02% | 0.06% | Q3 2020 | Q3 2023 | 8 |
Bayesian Capital Management, LP | 3 | 1 | 0.04% | 0.12% | 0.19% | Q4 2016 | Q2 2023 | 8 |
SevenOneSeven Capital Management | 8 | 8 | 0.74% | 1.06% | 1.35% | Q1 2021 | Q4 2022 | 8 |
CFM WEALTH PARTNERS LLC | 8 | 8 | 0.06% | 0.07% | 0.09% | Q4 2019 | Q3 2021 | 8 |
COLDSTREAM CAPITAL MANAGEMENT INC | 8 | 8 | 0.06% | 0.09% | 0.10% | Q1 2018 | Q4 2019 | 8 |
Rafferty Asset Management, LLC | 5 | 1 | 0.00% | 0.02% | 0.16% | Q4 2014 | Q3 2023 | 8 |
PIEDMONT INVESTMENT ADVISORS INC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q1 2020 | 7 |
A.R.T. Advisors, LLC | 2 | 1 | 0.01% | 0.06% | 0.25% | Q2 2013 | Q4 2019 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.05% | 0.05% | 0.06% | Q2 2013 | Q4 2014 | 7 |
Blueshift Asset Management, LLC | 3 | 1 | 0.02% | 0.10% | 0.23% | Q4 2018 | Q4 2022 | 7 |
Ethic Inc. | 6 | 1 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 7 |
Alpine Global Management, LLC | 2 | 1 | 0.04% | 0.23% | 0.62% | Q4 2016 | Q4 2021 | 7 |
AGF INVESTMENTS INC. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2021 | 7 |
Pearl River Capital, LLC | 3 | 1 | 0.06% | 0.15% | 0.25% | Q4 2019 | Q4 2022 | 7 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 4 | 1 | 0.04% | 0.07% | 0.10% | Q4 2018 | Q2 2023 | 7 |
Alpine Peaks Capital, LP | 7 | 7 | 2.06% | 4.89% | 6.68% | Q1 2022 | Q3 2023 | 7 |
WEST PACES ADVISORS INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Virtus Fund Advisers, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2015 | 7 |
Sutton Wealth Advisors Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Bridgefront Capital, LLC | 3 | 1 | 0.11% | 0.53% | 1.03% | Q4 2020 | Q2 2023 | 7 |
Intercontinental Wealth Advisors, LLC | 7 | 7 | 0.06% | 0.08% | 0.09% | Q4 2021 | Q2 2023 | 7 |
UMB Bank, n.a. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Horizon Investments, LLC | 3 | 1 | 0.00% | 0.02% | 0.10% | Q4 2018 | Q3 2023 | 7 |
DEERE & CO | 7 | 7 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q4 2014 | 7 |
FIRST CITIZENS BANK & TRUST CO | 7 | 7 | 0.02% | 0.02% | 0.04% | Q3 2015 | Q1 2017 | 7 |
OCCUDO QUANTITATIVE STRATEGIES LP | 4 | 3 | 0.16% | 0.32% | 0.44% | Q2 2021 | Q3 2023 | 7 |
HBK INVESTMENTS L P | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2023 | 7 |
Parkwood LLC | 7 | 7 | 0.05% | 0.06% | 0.09% | Q1 2015 | Q3 2016 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2019 | 7 |
CABOT WEALTH MANAGEMENT INC | 7 | 7 | 0.32% | 0.45% | 0.60% | Q1 2022 | Q3 2023 | 7 |
MGO ONE SEVEN LLC | 5 | 2 | 0.00% | 0.11% | 0.21% | Q4 2017 | Q3 2019 | 7 |
Avalon Investment & Advisory | 7 | 7 | 0.05% | 0.06% | 0.08% | Q1 2016 | Q3 2017 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Fortis Advisors, LLC | 7 | 7 | 0.07% | 0.09% | 0.12% | Q3 2017 | Q1 2019 | 7 |
COMMONWEALTH BANK OF AUSTRALIA | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 7 |
AXXCESS WEALTH MANAGEMENT, LLC | 5 | 2 | 0.02% | 0.05% | 0.12% | Q4 2021 | Q3 2023 | 7 |
Alaska Permanent Fund Corp | 5 | 2 | 0.00% | 0.04% | 0.16% | Q4 2021 | Q3 2023 | 7 |
RONALD BLUE & CO LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2014 | 7 |
FORA Capital, LLC | 4 | 1 | 0.01% | 0.07% | 0.11% | Q4 2019 | Q1 2023 | 7 |
C M BIDWELL & ASSOCIATES LTD | 4 | 1 | 0.07% | 0.11% | 0.17% | Q1 2017 | Q2 2023 | 7 |
Wahed Invest LLC | 6 | 1 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 7 |
Vanguard Personalized Indexing Management, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
STONE RUN CAPITAL, LLC | 7 | 7 | 0.14% | 0.42% | 0.54% | Q1 2020 | Q3 2021 | 7 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
AXIOM INVESTORS LLC /DE | 5 | 2 | 0.00% | 0.46% | 1.14% | Q3 2016 | Q3 2023 | 7 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.04% | 0.11% | 0.25% | Q2 2019 | Q2 2023 | 6 |
Covea Finance | 6 | 6 | 0.90% | 1.38% | 1.78% | Q3 2022 | Q4 2023 | 6 |
TOBAM | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Czech National Bank | 6 | 6 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q4 2023 | 6 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 1 | 0.00% | 0.04% | 0.15% | Q2 2021 | Q3 2023 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Argentus Capital Management, LLC | 6 | 6 | 0.00% | 0.03% | 0.07% | Q2 2015 | Q3 2016 | 6 |
CQS (US), LLC | 6 | 6 | 0.08% | 0.42% | 0.78% | Q4 2019 | Q1 2021 | 6 |
PINNACLE FINANCIAL PARTNERS INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.14% | 0.16% | 0.18% | Q2 2021 | Q4 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.01% | 0.15% | 0.31% | Q4 2018 | Q3 2023 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
Graves Light Lenhart Wealth, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
TRAN CAPITAL MANAGEMENT, L.P. | 6 | 6 | 0.08% | 0.10% | 0.12% | Q2 2019 | Q3 2020 | 6 |
Parametrica Management Ltd | 3 | 1 | 0.27% | 0.55% | 0.85% | Q4 2016 | Q4 2020 | 6 |
Twin Tree Management, LP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Sowell Financial Services LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2021 | 6 |
WILLIAMS JONES & ASSOCIATES LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q2 2019 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Focused Wealth Management, Inc | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 6 |
DENALI ADVISORS LLC | 6 | 6 | 0.03% | 0.39% | 0.72% | Q3 2015 | Q4 2016 | 6 |
Larson Financial Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CITIZENS FINANCIAL GROUP INC/RI | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2020 | 6 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 5 | 1 | 0.01% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 6 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 5 | 1 | 0.01% | 0.15% | 0.30% | Q4 2018 | Q4 2020 | 6 |
Cribstone Capital Management, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q2 2019 | 6 |
First Trust Direct Indexing L.P. | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
ALLSTATE CORP | 5 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q4 2022 | 6 |
SRS Capital Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CENTRAL TRUST Co | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 6 |
CIGNA INVESTMENTS INC /NEW | 6 | 6 | 0.02% | 0.03% | 0.06% | Q2 2020 | Q3 2021 | 6 |
BOOTHBAY FUND MANAGEMENT, LLC | 5 | 1 | 0.01% | 0.03% | 0.12% | Q1 2022 | Q3 2023 | 6 |
Menard Financial Group LLC | 4 | 1 | 0.26% | 0.40% | 0.62% | Q2 2020 | Q3 2023 | 6 |
Virtu KCG Holdings LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q2 2017 | 6 |
Advisors Preferred, LLC | 3 | 3 | 0.02% | 0.13% | 0.26% | Q4 2014 | Q2 2017 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.05% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Balentine LLC | 2 | 1 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q2 2023 | 6 |
Simplicity Solutions, LLC | 4 | 1 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 6 |
Steward Partners Investment Advisory, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 6 |
Wealth Alliance | 4 | 2 | 0.03% | 0.08% | 0.13% | Q1 2020 | Q3 2023 | 6 |
Cerity Partners LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Psagot Value Holdings Ltd. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2017 | 6 |
Blooom, Inc. | 4 | 1 | 0.17% | 0.20% | 0.25% | Q4 2020 | Q1 2022 | 5 |
Baron Wealth Management LLC | 5 | 5 | 0.28% | 0.30% | 0.33% | Q4 2022 | Q4 2023 | 5 |
Trellus Management Company, LLC | 5 | 5 | 0.21% | 0.25% | 0.31% | Q3 2013 | Q3 2014 | 5 |
Altshuler Shaham Ltd | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2022 | 5 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
Teza Capital Management LLC | 2 | 1 | 0.08% | 0.15% | 0.26% | Q4 2019 | Q1 2023 | 5 |
Wedmont Private Capital | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Gyon Technologies Capital Management, LP | 2 | 1 | 0.07% | 0.35% | 1.40% | Q1 2020 | Q2 2022 | 5 |
Pacifica Partners Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Harvest Fund Management Co., Ltd | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2023 | 5 |
Vontobel Holding Ltd. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 5 |
Apeiron RIA LLC | 5 | 5 | 0.11% | 0.12% | 0.14% | Q3 2022 | Q3 2023 | 5 |
MinichMacGregor Wealth Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q3 2018 | 5 |
Clearstead Advisors, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
PFG Advisors | 5 | 5 | 0.29% | 0.38% | 0.46% | Q4 2018 | Q4 2019 | 5 |
LOGAN CAPITAL MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
NuWave Investment Management, LLC | 3 | 2 | 0.01% | 0.08% | 0.20% | Q3 2020 | Q4 2021 | 5 |
CONGRESS ASSET MANAGEMENT CO /MA | 5 | 5 | 0.94% | 1.07% | 1.18% | Q3 2018 | Q3 2019 | 5 |
Atom Investors LP | 2 | 1 | 0.02% | 0.12% | 0.29% | Q4 2018 | Q4 2021 | 5 |
Miura Global Management | 5 | 5 | 1.50% | 1.75% | 2.20% | Q2 2015 | Q2 2016 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.04% | 0.06% | 0.06% | Q3 2022 | Q3 2023 | 5 |
AMERICAN NATIONAL BANK | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Moisand Fitzgerald Tamayo, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Joel Isaacson & Co., LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Hexagon Capital Partners LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Laurion Capital Management LP | 2 | 1 | 0.00% | 0.04% | 0.10% | Q1 2016 | Q3 2020 | 5 |
TLP GROUP LLC | 3 | 2 | 0.13% | 0.20% | 0.36% | Q4 2015 | Q3 2018 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 5 |
Semmax Financial Advisors Inc. | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 5 |
DUBUQUE BANK & TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2017 | 5 |
CLEAR STREET MARKETS LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 5 |
CHICAGO EQUITY PARTNERS LLC | 4 | 1 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2017 | 5 |
OXFORD ASSET MANAGEMENT LLP | 2 | 1 | 0.01% | 0.08% | 0.18% | Q1 2017 | Q4 2019 | 5 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 5 | 5 | 0.40% | 0.47% | 0.55% | Q3 2022 | Q3 2023 | 5 |
IEQ CAPITAL, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Red Tortoise LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 5 |
Squar Milner Financial Services LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 5 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2018 | Q3 2019 | 5 |
Campbell & CO Investment Adviser LLC | 3 | 1 | 0.06% | 0.15% | 0.27% | Q4 2019 | Q3 2023 | 5 |
Itau Unibanco Holding S.A. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 5 |
ASSETMARK, INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2021 | 5 |
Mount Yale Investment Advisors, LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2018 | Q3 2019 | 5 |
LEVIN CAPITAL STRATEGIES, L.P. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q4 2015 | 5 |
PATTON FUND MANAGEMENT, INC. | 4 | 1 | 0.46% | 0.69% | 0.98% | Q4 2020 | Q3 2023 | 5 |
Quarry LP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
BRYN MAWR CAPITAL MANAGEMENT INC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q1 2014 | Q4 2014 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Leucadia National | 4 | 4 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
USA FINANCIAL FORMULAS | 2 | 1 | 0.18% | 0.40% | 1.04% | Q2 2015 | Q4 2020 | 4 |
6 Meridian | 3 | 1 | 0.02% | 0.05% | 0.06% | Q4 2017 | Q4 2020 | 4 |
AMICA MUTUAL INSURANCE CO | 4 | 4 | 0.30% | 0.35% | 0.39% | Q1 2020 | Q4 2020 | 4 |
Trium Capital LLP | 4 | 4 | 0.09% | 0.46% | 1.01% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Meridian Wealth Management, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Winton Capital Management Ltd | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Homrich & Berg | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
WEALTHFRONT Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Dynamic Capital Management Ltd | 4 | 4 | 0.07% | 0.09% | 0.10% | Q1 2016 | Q4 2016 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
AlphaQ Advisors LLC | 4 | 4 | 0.48% | 0.52% | 0.54% | Q4 2022 | Q3 2023 | 4 |
WELD CAPITAL MANAGEMENT LLC | 2 | 1 | 0.10% | 0.25% | 0.48% | Q2 2019 | Q1 2021 | 4 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.11% | 0.25% | 0.40% | Q1 2018 | Q2 2023 | 4 |
AlphaCentric Advisors LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Spark Investment Management LLC | 2 | 1 | 0.05% | 0.13% | 0.20% | Q4 2013 | Q4 2019 | 4 |
Corient Capital Partners, LLC | 1 | 1 | 0.02% | 0.03% | 0.06% | Q1 2019 | Q3 2022 | 4 |
SECOR Capital Advisors, LP | 2 | 1 | 0.03% | 0.08% | 0.15% | Q4 2015 | Q1 2019 | 4 |
Golden State Wealth Management, LLC | 4 | 4 | 0.23% | 0.27% | 0.30% | Q2 2021 | Q1 2022 | 4 |
Mount Lucas Management LP | 4 | 4 | 0.30% | 0.39% | 0.46% | Q4 2020 | Q3 2021 | 4 |
SEI TRUST CO | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2014 | 4 |
Graham Capital Management, L.P. | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q2 2023 | 4 |
BRINKER CAPITAL INC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 4 |
CUE ADVISORY SERVICES, INC. | 4 | 4 | 0.54% | 0.69% | 0.88% | Q4 2017 | Q3 2018 | 4 |
Regal Wealth Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
MERITAGE PORTFOLIO MANAGEMENT | 4 | 4 | 0.46% | 0.58% | 0.67% | Q2 2020 | Q1 2021 | 4 |
Empirical Finance, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
INTRUST BANK NA | 4 | 4 | 0.06% | 0.08% | 0.11% | Q4 2018 | Q3 2019 | 4 |
AlphaStar Capital Management, LLC | 4 | 4 | 0.52% | 0.57% | 0.61% | Q3 2020 | Q2 2021 | 4 |
NATIONAL PENN INVESTORS TRUST CO /PA | 3 | 1 | 0.02% | 0.07% | 0.19% | Q2 2013 | Q1 2016 | 4 |
Amica Retiree Medical Trust | 4 | 4 | 0.31% | 0.36% | 0.40% | Q1 2020 | Q4 2020 | 4 |
SkyOak Wealth, LLC | 3 | 1 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 4 |
Ellevest, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 4 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q3 2017 | 4 |
FORSTA AP-FONDEN | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2022 | 4 |
Weaver Consulting Group | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
TOWNSQUARE CAPITAL LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2018 | Q3 2019 | 4 |
Sierra Capital LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Metis Global Partners, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
TCWP LLC | 4 | 4 | 0.06% | 0.08% | 0.10% | Q1 2022 | Q4 2022 | 4 |
Thematics Asset Management | 4 | 4 | 0.98% | 1.02% | 1.07% | Q4 2022 | Q3 2023 | 4 |
tru Independence LLC | 4 | 4 | 0.00% | 0.08% | 0.15% | Q2 2020 | Q1 2021 | 4 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
Park Place Capital Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Selective Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.07% | 0.20% | 0.48% | Q4 2015 | Q2 2023 | 4 |
Linden Thomas Advisory Services, LLC | 4 | 4 | 0.45% | 0.58% | 0.65% | Q4 2022 | Q3 2023 | 4 |
State of Wyoming | 4 | 4 | 0.02% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Machina Capital S.A.S. | 2 | 1 | 0.21% | 0.44% | 0.59% | Q1 2019 | Q2 2023 | 4 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
Cascadia Advisory Services, LLC | 3 | 1 | 0.37% | 0.43% | 0.48% | Q3 2020 | Q3 2021 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Johnson Financial Group, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Beacon Pointe Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
FRED ALGER MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
YorkBridge Wealth Partners, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q3 2018 | Q2 2019 | 4 |
Plante Moran Financial Advisors, LLC | 3 | 1 | 0.00% | 0.04% | 0.09% | Q4 2017 | Q3 2021 | 4 |
Belpointe Asset Management LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q2 2023 | 4 |
Riggs Asset Managment Co. Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q2 2021 | 4 |
Oak Thistle LLC | 2 | 1 | 0.24% | 0.34% | 0.50% | Q1 2022 | Q3 2023 | 4 |
TUCKER ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 4 |
Accel Wealth Management | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 4 |
TFO Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Lombard Odier Asset Management (Switzerland) SA | 3 | 1 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q3 2021 | 4 |
Riverview Trust Co | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Gupta Wealth Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q1 2016 | 4 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q4 2019 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
COLUMBIA WANGER ASSET MANAGEMENT LLC | 4 | 4 | 0.35% | 0.37% | 0.39% | Q1 2016 | Q4 2016 | 4 |
NAVELLIER & ASSOCIATES INC | 4 | 4 | 0.98% | 1.25% | 1.49% | Q3 2020 | Q2 2021 | 4 |
Aquatic Capital Management LLC | 3 | 1 | 0.00% | 0.04% | 0.12% | Q3 2022 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Quantum Capital Management, LLC / NJ | 4 | 4 | 0.08% | 0.18% | 0.28% | Q4 2013 | Q3 2014 | 4 |
BURNEY CO/ | 4 | 4 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q4 2022 | 4 |
Migdal Insurance & Financial Holdings Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Fortis Capital Advisors, LLC | 3 | 3 | 0.07% | 0.11% | 0.18% | Q4 2022 | Q2 2023 | 3 |
Magnus Financial Group LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q2 2019 | 3 |
Briaud Financial Planning, Inc | 2 | 1 | 0.08% | 0.20% | 0.31% | Q3 2022 | Q3 2023 | 3 |
ASSOCIATED BANC-CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Ballentine Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Desjardins Global Asset Management Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Moran Wealth Management, LLC | 3 | 3 | 0.43% | 0.46% | 0.50% | Q4 2022 | Q2 2023 | 3 |
ALPHASIMPLEX GROUP, LLC | 3 | 3 | 0.21% | 0.28% | 0.34% | Q2 2020 | Q4 2020 | 3 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2019 | 3 |
EAGLE ASSET MANAGEMENT INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2016 | 3 |
Formidable Asset Management, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q3 2021 | Q1 2022 | 3 |
Perimeter Capital Partners, LLC | 3 | 3 | 0.07% | 0.30% | 0.74% | Q2 2013 | Q4 2013 | 3 |
Manchester Capital Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 3 |
CENTAURUS FINANCIAL, INC. | 2 | 1 | 0.00% | 0.08% | 0.13% | Q2 2018 | Q3 2020 | 3 |
B. Metzler seel. Sohn & Co. AG | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
MUFG Americas Holdings Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 3 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.09% | 0.12% | 0.17% | Q3 2021 | Q1 2023 | 3 |
Varma Mutual Pension Insurance Co | 2 | 1 | 0.10% | 0.13% | 0.18% | Q2 2021 | Q2 2022 | 3 |
Trek Financial, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q2 2021 | 3 |
EHP Funds Inc. | 3 | 3 | 0.13% | 0.15% | 0.16% | Q4 2022 | Q2 2023 | 3 |
LINCOLN NATIONAL CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 3 |
West Branch Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
LA FINANCIERE DE L'ECHIQUIER | 3 | 3 | 0.07% | 0.11% | 0.14% | Q1 2023 | Q3 2023 | 3 |
WEXFORD CAPITAL LP | 1 | 1 | 0.02% | 0.05% | 0.07% | Q4 2016 | Q3 2023 | 3 |
Point72 Europe (London) LLP | 2 | 1 | 1.09% | 1.34% | 1.79% | Q2 2022 | Q2 2023 | 3 |
MUFG Securities EMEA plc | 2 | 1 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q4 2020 | 3 |
GATEWAY INVESTMENT ADVISERS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Cornerstone Wealth Management, LLC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q2 2017 | Q3 2018 | 3 |
Chapman Investment Management, LLC | 3 | 3 | 0.94% | 1.02% | 1.12% | Q4 2019 | Q2 2020 | 3 |
Perkins Coie Trust Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 3 |
Realta Investment Advisors | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2019 | 3 |
Petrus Trust Company, LTA | 3 | 3 | 0.03% | 0.04% | 0.07% | Q4 2022 | Q2 2023 | 3 |
ROYCE & ASSOCIATES LP | 3 | 3 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q4 2013 | 3 |
Ergoteles LLC | 2 | 1 | 0.07% | 0.11% | 0.14% | Q4 2020 | Q1 2023 | 3 |
Employees Retirement System of Texas | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q2 2019 | 3 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2023 | 3 |
WestEnd Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q4 2022 | 3 |
CLINTON GROUP INC | 1 | 1 | 0.02% | 0.06% | 0.11% | Q3 2015 | Q2 2017 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.02% | 0.10% | 0.18% | Q4 2017 | Q1 2019 | 3 |
SkyView Investment Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BARINGS LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q3 2017 | 3 |
Meiji Yasuda Life Insurance Co | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2023 | 3 |
BARING ASSET MANAGEMENT Ltd | 3 | 3 | 0.02% | 0.08% | 0.11% | Q4 2016 | Q2 2017 | 3 |
Kepos Capital LP | 2 | 1 | 0.08% | 0.16% | 0.22% | Q1 2018 | Q2 2019 | 3 |
Quantitative Investment Management, LLC | 2 | 1 | 0.06% | 0.15% | 0.22% | Q1 2020 | Q3 2021 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
GAM Holding AG | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2018 | 3 |
CORNERCAP INVESTMENT COUNSEL INC | 3 | 3 | 0.04% | 0.09% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2021 | 3 |
GoalVest Advisory LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 3 |
Unigestion Holding SA | 2 | 1 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q2 2019 | 3 |
Calvert Investment Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
DUALITY ADVISERS, LP | 2 | 1 | 0.09% | 0.26% | 0.46% | Q4 2022 | Q3 2023 | 3 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q3 2021 | 3 |
Capitolis Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Cornerstone Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
SVB WEALTH LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Virtue Capital Management, LLC | 2 | 1 | 0.09% | 0.27% | 0.40% | Q3 2020 | Q4 2022 | 3 |
AGF MANAGEMENT LTD | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
BOKF, NA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2019 | 3 |
NFJ INVESTMENT GROUP, LLC | 3 | 3 | 0.14% | 0.41% | 0.56% | Q4 2021 | Q2 2022 | 3 |
CIM, LLC | 3 | 3 | 0.18% | 0.21% | 0.24% | Q2 2022 | Q4 2022 | 3 |
Avion Wealth | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Cordatus Wealth Management LLC | 3 | 3 | 1.01% | 1.76% | 2.95% | Q1 2022 | Q3 2022 | 3 |
Nicholas Investment Partners, LP | 3 | 3 | 0.32% | 0.35% | 0.37% | Q2 2015 | Q4 2015 | 3 |
MQS Management LLC | 1 | 1 | 0.22% | 0.29% | 0.38% | Q4 2021 | Q3 2023 | 3 |
Centiva Capital, LP | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 3 |
ANALYTIC INVESTORS, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q4 2014 | 3 |
TOEWS CORP /ADV | 1 | 1 | 0.08% | 0.25% | 0.37% | Q4 2018 | Q1 2021 | 3 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.03% | 0.08% | 0.13% | Q2 2013 | Q4 2017 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Triasima Portfolio Management inc. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Redpoint Investment Management Pty Ltd | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2022 | 3 |
Fulcrum Equity Management | 3 | 3 | 0.55% | 0.71% | 0.85% | Q4 2020 | Q2 2021 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Athanor Capital, LP | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q1 2021 | 3 |
LBP AM SA | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
First Allied Advisory Services, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 3 |
Checchi Capital Advisers, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q2 2022 | 3 |
ARMSTRONG ADVISORY GROUP, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Visionary Asset Management, Inc. | 2 | 1 | 0.01% | 0.07% | 0.11% | Q2 2014 | Q4 2018 | 3 |
Vantage Consulting Group Inc | 1 | 1 | 0.01% | 0.06% | 0.12% | Q4 2020 | Q1 2023 | 3 |
TRUE Private Wealth Advisors | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.04% | 0.18% | 0.42% | Q1 2023 | Q3 2023 | 3 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 3 |
Private Advisory Group LLC | 2 | 2 | 0.24% | 0.24% | 0.24% | Q4 2018 | Q1 2019 | 2 |
Kula Investments, LLC | 2 | 2 | 0.24% | 0.32% | 0.40% | Q4 2022 | Q1 2023 | 2 |
Independent Advisor Alliance | 1 | 1 | 0.02% | 0.05% | 0.08% | Q4 2018 | Q4 2021 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 2 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2019 | 2 |
Destiny Wealth Partners, LLC | 2 | 2 | 0.01% | 0.04% | 0.06% | Q4 2020 | Q1 2021 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Covenant Partners, LLC | 2 | 2 | 0.15% | 0.16% | 0.18% | Q1 2019 | Q2 2019 | 2 |
Qsemble Capital Management, LP | 1 | 1 | 0.50% | 0.51% | 0.51% | Q4 2022 | Q2 2023 | 2 |
AdvisorShares Investments LLC | 1 | 1 | 0.28% | 0.35% | 0.42% | Q4 2020 | Q3 2022 | 2 |
TFS CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 2 |
Lombard Odier Asset Management (Europe) Ltd | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2021 | 2 |
DUDLEY & SHANLEY, INC. | 2 | 2 | 1.13% | 2.12% | 3.10% | Q2 2023 | Q3 2023 | 2 |
I.G. INVESTMENT MANAGEMENT, LTD. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q3 2022 | Q4 2022 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2021 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.07% | 0.13% | Q2 2021 | Q3 2023 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Capula Management Ltd | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.06% | 0.07% | 0.08% | Q1 2019 | Q1 2021 | 2 |
MANNING & NAPIER ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
Candriam S.C.A. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2021 | 2 |
Price Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
WELCH & FORBES LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Ameritas Advisory Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Acrospire Investment Management LLC | 1 | 1 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q2 2017 | 2 |
Yarbrough Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 2 |
Legacy Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
LRT Capital Management, LLC | 1 | 1 | 0.46% | 0.62% | 0.78% | Q4 2021 | Q4 2022 | 2 |
Personal Wealth Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
G&S Capital LLC | 2 | 2 | 0.40% | 0.46% | 0.52% | Q4 2018 | Q1 2019 | 2 |
Brinker Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 2 |
Banco de Sabadell, S.A | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2018 | Q1 2019 | 2 |
STRATEGY ASSET MANAGERS LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q1 2021 | Q2 2021 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2013 | Q3 2013 | 2 |
CQS Cayman LP | 2 | 2 | 0.26% | 0.28% | 0.31% | Q2 2019 | Q3 2019 | 2 |
Segantii Capital Management Ltd | 1 | 1 | 0.02% | 0.29% | 0.56% | Q3 2015 | Q1 2016 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 2 |
XTX Topco Ltd | 1 | 1 | 0.12% | 0.15% | 0.19% | Q1 2021 | Q4 2021 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
RIA Advisory Group LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q2 2023 | 2 |
Harfst & Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
AXQ CAPITAL, LP | 1 | 1 | 0.17% | 0.32% | 0.46% | Q4 2022 | Q3 2023 | 2 |
Kore Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 2 |
Onex Canada Asset Management Inc. | 1 | 1 | 0.07% | 0.08% | 0.08% | Q1 2021 | Q3 2021 | 2 |
Cipher Capital LP | 1 | 1 | 0.12% | 0.16% | 0.21% | Q3 2018 | Q4 2019 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
United Asset Strategies, Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q2 2023 | 2 |
Polar Asset Management Partners Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Coatue Management | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Clearview Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
AustralianSuper Pty Ltd | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
WESBANCO BANK INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Absolute Return Capital, LLC | 2 | 2 | 0.21% | 0.23% | 0.26% | Q2 2015 | Q3 2015 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Pine River Capital Management L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q4 2016 | 2 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 2 |
Jaffetilchin Investment Partners, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2018 | Q1 2019 | 2 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.12% | 0.24% | Q3 2016 | Q3 2021 | 2 |
SYNTAX ADVISORS, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q1 2023 | 2 |
Hutchin Hill Capital, LP | 2 | 2 | 0.02% | 0.04% | 0.07% | Q3 2017 | Q4 2017 | 2 |
National Wealth Management Group, LLC | 2 | 2 | 0.59% | 0.78% | 0.97% | Q3 2022 | Q4 2022 | 2 |
Clarus Wealth Advisors | 2 | 2 | 0.16% | 0.26% | 0.36% | Q4 2018 | Q1 2019 | 2 |
Otter Creek Advisors, LLC | 2 | 2 | 1.42% | 2.92% | 4.43% | Q4 2021 | Q1 2022 | 2 |
Commonwealth Equity Services, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
V-Square Quantitative Management LLC | 2 | 2 | 0.02% | 0.06% | 0.10% | Q2 2023 | Q3 2023 | 2 |
LMR Partners LLP | 1 | 1 | 0.01% | 0.10% | 0.19% | Q1 2017 | Q2 2020 | 2 |
IRON Financial LLC | 2 | 2 | 0.41% | 0.44% | 0.46% | Q1 2023 | Q2 2023 | 2 |
PITTENGER & ANDERSON INC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
HM Capital Management, LLC | 1 | 1 | 0.21% | 0.22% | 0.22% | Q4 2014 | Q2 2015 | 2 |
Point72 Middle East FZE | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Elm Ridge Management, LLC | 2 | 2 | 1.19% | 1.46% | 1.73% | Q2 2017 | Q3 2017 | 2 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q2 2020 | 2 |
Jacobus Wealth Management, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q3 2015 | 2 |
Tibra Equities Europe Ltd | 1 | 1 | 0.18% | 0.24% | 0.30% | Q4 2018 | Q3 2019 | 2 |
Fieldpoint Private Securities, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Gideon Capital Advisors, Inc. | 2 | 2 | 0.09% | 0.11% | 0.13% | Q1 2019 | Q2 2019 | 2 |
FourThought Financial, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
BB&T INVESTMENT SERVICES, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Modera Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
GDS Wealth Management | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
KFG WEALTH MANAGEMENT, LLC | 2 | 2 | 0.20% | 0.21% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Edge Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2018 | 2 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2021 | 2 |
Davide Leone & Partners Investment Co Ltd. | 2 | 2 | 0.19% | 0.24% | 0.30% | Q4 2020 | Q1 2021 | 2 |
Knowledge Leaders Capital, LLC | 1 | 1 | 0.80% | 0.82% | 0.85% | Q4 2020 | Q2 2023 | 2 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
BlackRock Japan Co. Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
Strategic Global Advisors, LLC | 2 | 2 | 0.76% | 0.81% | 0.85% | Q2 2023 | Q3 2023 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Solstein Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.16% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 2 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
MOTIVE WEALTH ADVISORS | 1 | 1 | 0.15% | 0.20% | 0.26% | Q2 2021 | Q2 2022 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.02% | 0.87% | 1.72% | Q3 2018 | Q3 2018 | 2 |
JS Capital Management LLC | 1 | 1 | 0.04% | 0.04% | 0.05% | Q3 2019 | Q4 2020 | 2 |
ArrowMark Colorado Holdings LLC | 2 | 2 | 0.53% | 0.65% | 0.78% | Q3 2013 | Q4 2013 | 2 |
Partnervest Advisory Services LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
LORD, ABBETT & CO. LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
JONES FINANCIAL COMPANIES LLLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Tygh Capital Management, Inc. | 2 | 2 | 0.19% | 0.30% | 0.42% | Q2 2013 | Q3 2013 | 2 |
AIA Group Ltd | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
ALGERT GLOBAL LLC | 2 | 2 | 0.01% | 0.04% | 0.07% | Q2 2023 | Q3 2023 | 2 |
SG Capital Management LLC | 1 | 1 | 1.58% | 1.59% | 1.61% | Q3 2019 | Q3 2019 | 2 |
Ardevora Asset Management LLP | 2 | 2 | 0.85% | 0.88% | 0.90% | Q2 2023 | Q3 2023 | 2 |
Harvest Investment Services, LLC | 2 | 2 | 0.14% | 0.18% | 0.23% | Q1 2021 | Q2 2021 | 2 |
GREAT VALLEY ADVISOR GROUP, INC. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
SMITH ASSET MANAGEMENT GROUP LP | 2 | 2 | 0.04% | 0.11% | 0.18% | Q2 2013 | Q3 2013 | 2 |
Krane Funds Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q2 2020 | 2 |
Chimera Capital Management LLC | 2 | 2 | 0.66% | 0.68% | 0.70% | Q4 2022 | Q1 2023 | 2 |
IndexIQ Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Hudson Bay Capital Management LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FIRST MERCANTILE TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Accretive Wealth Partners, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Braun-Bostich & Associates Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 8.83% | 8.83% | 8.83% | Q4 2020 | Q4 2020 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
Jump Trading, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
Somerset Trust Co | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2023 | Q4 2023 | 1 |
Armbruster Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2022 | Q1 2022 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
BANK OF HAWAII | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Olympiad Research LP | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2019 | Q4 2019 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Bellwether Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
K.J. Harrison & Partners Inc | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2016 | Q3 2016 | 1 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Silver Lake Advisory, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
Standard Family Office LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Visium Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
ENTERPRISE FINANCIAL SERVICES CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Bremer Bank National Association | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2020 | Q3 2020 | 1 |
Virtus ETF Advisers LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Donoghue Forlines LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2020 | Q3 2020 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2017 | Q3 2017 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
M&G INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
USA MUTUALS ADVISORS, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Frontier Wealth Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
Monterey Private Wealth, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2019 | Q1 2019 | 1 |
ClearBridge Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Annex Advisory Services, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
Simply Money Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
SAC Capital Advisors LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Pensionfund DSM Netherlands | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2018 | Q3 2018 | 1 |
BAIRD ROBERT W & CO INC /WI/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
TD Waterhouse Canada Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
LMCG INVESTMENTS, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP | 1 | 1 | 0.64% | 0.64% | 0.64% | Q1 2023 | Q1 2023 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TWIN CAPITAL MANAGEMENT INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2016 | Q2 2016 | 1 |
Mutual Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Leverage Partners Absolute Return Fund SPC | 1 | 1 | 1.78% | 1.78% | 1.78% | Q3 2022 | Q3 2022 | 1 |
Gladius Capital Management LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Soros Fund Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
GENEVA CAPITAL MANAGEMENT LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
GQ Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Ghisallo Capital Management LLC | 1 | 1 | 9.54% | 9.54% | 9.54% | Q3 2023 | Q3 2023 | 1 |
Annapolis Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
SELECT EQUITY GROUP INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2013 | Q3 2013 | 1 |
Pendal Group Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Alerus Investment Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
SEVEN GRAND MANAGERS, LLC | 1 | 1 | 7.29% | 7.29% | 7.29% | Q3 2023 | Q3 2023 | 1 |
Friedenthal Financial | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2023 | Q2 2023 | 1 |
QUANTRES ASSET MANAGEMENT Ltd | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Efficient Market Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
NEW ENGLAND SECURITIES CORP /MA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2021 | Q3 2021 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
Fortis Capital Management LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q3 2021 | Q3 2021 | 1 |
BALASA DINVERNO & FOLTZ LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Glacier Peak Capital LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q1 2019 | Q1 2019 | 1 |
WOODMONT INVESTMENT COUNSEL LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2019 | Q1 2019 | 1 |
Old North State Trust, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Laffer Tengler Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ASTER INVESTMENT MANAGEMENT CO INC | 1 | 1 | 1.36% | 1.36% | 1.36% | Q2 2013 | Q2 2013 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Core Alternative Capital | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Premia Global Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2019 | Q1 2019 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q3 2019 | 1 |
HUTCHENS INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
Brendel Financial Advisors LLC | 1 | 1 | 1.55% | 1.55% | 1.55% | Q4 2018 | Q4 2018 | 1 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
JENNISON ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Granite Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2016 | Q1 2016 | 1 |
Integrated Wealth Concepts LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Meritage Group LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
OXFORD FINANCIAL GROUP, LTD. LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
BBT Capital Management, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2019 | Q2 2019 | 1 |
OneAscent Wealth Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
NatWest Group plc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Princeton Alpha Management LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2016 | Q1 2016 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
Jackson Creek Investment Advisors LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2020 | Q3 2020 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
OAKBROOK INVESTMENTS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Next Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Timber Hill LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SECURITY NATIONAL TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Kaizen Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
DCM Advisors, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2022 | Q2 2022 | 1 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
HM PAYSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Oribel Capital Management, LP | 1 | 1 | 1.72% | 1.72% | 1.72% | Q3 2023 | Q3 2023 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Numeric Investors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Arkadios Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Leap Investments LP | 1 | 1 | 0.92% | 0.92% | 0.92% | Q4 2019 | Q4 2019 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
GLG Partners LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Numerai GP LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2023 | Q1 2023 | 1 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2020 | Q1 2020 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
HERSHEY TRUST CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
1st Global Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
FORMULA GROWTH LTD | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2015 | Q4 2015 | 1 |
Summit Global Investments | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2015 | Q2 2015 | 1 |
Industrial Alliance Investment Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
JUPITER ASSET MANAGEMENT LTD | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
Omega Advisors Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2016 | Q1 2016 | 1 |
HighMark Wealth Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2017 | Q3 2017 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2021 | Q1 2021 | 1 |
Waverly Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2020 | Q1 2020 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Signition LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2018 | Q2 2018 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Carmignac Gestion | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Compagnie Lombard Odier SCmA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Tradewinds, LLC. | 1 | 1 | 2.19% | 2.19% | 2.19% | Q4 2022 | Q4 2022 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Qtron Investments LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
West Tower Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Operose Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Alyeska Investment Group, L.P. | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2023 | Q3 2023 | 1 |
GW HENSSLER & ASSOCIATES LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
QUANTITATIVE VALUE TECHNOLOGIES, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2021 | Q2 2021 | 1 |
ALBION FINANCIAL GROUP /UT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MIDDLETON & CO INC/MA | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Exos Asset Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Sandia Investment Management LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
WEALTHSPAN PARTNERS, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MAVERICK CAPITAL LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
MENORA MIVTACHIM HOLDINGS LTD. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2023 | Q3 2023 | 1 |
Evercore Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
LBA Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Pensionfund Sabic | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2018 | Q3 2018 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Ascent Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
TIVERTON ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Credit Capital Investments LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2022 | Q4 2022 | 1 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2023 | Q1 2023 | 1 |
External links
This page lists all the filers that currently own ROLLINS INC or have owned ROLLINS INC in the past.